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CCC is closed on Monday, January 19th in observance of President's Day.



Clackamas Community College

Calvert Distributors, Inc

This Vendor Page has not been approved by Calvert Distributors, Inc,
but the information provided should be useful to you.

Calvert Distributors, Inc - General Status

Calvert will not enter into information sharing agreements with either employers or TPAs. They will continue to manage existing accounts.

Calvert has provided this PDF documentation: View / Download

Calvert Distributors, Inc Landing Pages

Product and Fee Information

Click the link(s) below for information on Calvert products:

Marketing Information

Investment products of Calvert are marketed using the following approaches:

Helpful Employee Resources

Calvert has not provided a weblink to any online consumer education or financial planning tools or calculators they may or may not offer to assist participants with financial planning and education. The moment Calvert provides a weblink to us, we'll post it here immediately.

Active in Other CCC Employer 403(b) Plans

To see which other CCC Employers hold Active Payroll Slots with Calvert, please visit our General Calvert Distributors, Inc Page.

 

Clackamas CC Status

Calvert is leaving the 403(b) market.

Calvert Distributors, Inc Plan Number

When contacting Calvert or its local contacts, have ready your Clackamas CC - Calvert Distributors, Inc PLAN OR GROUP NUMBER: To Be Determined

Clackamas CC Local Contacts

Some investment companies have financial representatives authorized to do business on their behalves. Others have a do-it-yourself model utilizing robust online participant interfaces. The list below includes the most recent information available about the company's main avenue of contact as well as any local contacts.

Information Sharing Agreement, If Applicable

Calvert Distributors, Inc has NOT signed any Direct Information Sharing Agreement with Clackamas CC or any Umbrella Information Sharing Agreement with CCC. Consequently, Calvert is NOT eligible to receive Exchanges Within, Plan-to-Plan Transfers Into, or Rollover Contributions Into Clackamas CC 403(b) accounts.

Employer Minimum Contribution

Clackamas CC does not require any monthly minimum contribution, however some Vendors may require a minimum contribution amount (see below).

Vendor Minimum Contribution

Calvert Distributors, Inc does not require any monthly contribution amount .

403(b) Investment Options

Calvert offers the following type(s) of 403(b) investment option:

Roth 403(b) Contribution Policy

Calvert does NOT accept Roth 403(b) contributions.

Vendor Forms and Online Submissions Links

When possible, CCC lists links to vendor forms links below. In the event the form you require is not linked below, please contact Calvert to request your form.